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Lennox International Inc.NYSE:LII Stock Report

Market Cap US$18.0b
Share Price
US$515.30
US$555.69
7.3% undervalued intrinsic discount
1Y-8.2%
7D2.4%
1D
Portfolio Value
View

Lennox International Inc.

NYSE:LII Stock Report

Market Cap: US$18.0b

Lennox International (LII) Stock Overview

Designs, manufactures, and markets products for the heating, ventilation, air conditioning, and refrigeration markets in the United States, Canada, and internationally. More details

LII fundamental analysis
Snowflake Score
Valuation3/6
Future Growth2/6
Past Performance2/6
Financial Health5/6
Dividends4/6

LII Community Fair Values

Create Narrative

See what 13 others think this stock is worth. Follow their fair value or set your own to get alerts.

Lennox International Inc. Competitors

Price History & Performance

Summary of share price highs, lows and changes for Lennox International
Historical stock prices
Current Share PriceUS$515.30
52 Week HighUS$689.44
52 Week LowUS$434.06
Beta1.23
1 Month Change0.085%
3 Month Change-2.54%
1 Year Change-8.23%
3 Year Change67.40%
5 Year Change52.35%
Change since IPO2,648.27%

Recent News & Updates

Narrative Update May 23

LII: Future Cash Generation From M&A And Buybacks Will Support Upside

Analysts have maintained their $650.00 fair value estimate for Lennox International, noting that only small adjustments in discount rate, revenue growth, profit margin, and future P/E assumptions underpin this unchanged price target outlook. What's in the News From January 1, 2026 to March 31, 2026, Lennox International repurchased 39,000 shares, or 0.11% of its stock, for US$20.04 million, bringing total repurchases under the October 20, 2014 authorization to 16,460,297 shares, or 39.58%, for US$3,315.66 million (Key Developments).

Recent updates

Narrative Update May 23

LII: Future Cash Generation From M&A And Buybacks Will Support Upside

Analysts have maintained their $650.00 fair value estimate for Lennox International, noting that only small adjustments in discount rate, revenue growth, profit margin, and future P/E assumptions underpin this unchanged price target outlook. What's in the News From January 1, 2026 to March 31, 2026, Lennox International repurchased 39,000 shares, or 0.11% of its stock, for US$20.04 million, bringing total repurchases under the October 20, 2014 authorization to 16,460,297 shares, or 39.58%, for US$3,315.66 million (Key Developments).
Narrative Update May 03

LII: Future Cash Generation From M&A And Buybacks Will Support Upside

Analysts have nudged their price target for Lennox International up from $645 to $650, citing updated assumptions for discount rate, revenue growth, profit margins and future P/E that slightly adjust the risk and earnings profile without changing the overall investment story. What's in the News Lennox International maintains 2026 earnings guidance, with earnings per share expected in a range of $23.50 to $25.00 and revenue growth guidance for the year updated to approximately 8%, including a 4% contribution from completed acquisitions (company guidance).
Seeking Alpha Apr 27

Expect Lennox International To Underperform The Market Moving Forward (Downgrade)

Summary Lennox International is downgraded to "Sell" due to weakening financials and an unattractive valuation. LII's Q4 2025 saw revenue decline 11.2% and net income fall to $142.5 million, with Home Comfort Solutions segment volumes down 17%. Despite management's optimistic 2026–2030 growth targets, even achieving them yields annualized returns below market averages. LII trades at a premium to peers on key multiples, and near-term results are expected to show flat revenue and declining profitability. Read the full article on Seeking Alpha
Narrative Update Apr 19

LII: Higher Discount Rate And Capital Returns Will Shape Future Outcomes

Analysts have trimmed their price target for Lennox International to $450 from about $452.63, reflecting updated assumptions around a slightly higher discount rate, modestly adjusted revenue growth, profit margin expectations, and future P/E levels. What's in the News Lennox outlined a plan to continue pursuing bolt on acquisitions, targeting businesses tied to parts and accessories, service offerings, and controls and indoor air quality, while emphasizing disciplined pricing and alignment with its core operations (Investor Day 2026).
Narrative Update Apr 03

LII: Future Cash Generation From M&A And Buybacks Will Drive Upside

Analysts have revised their price target for Lennox International to $645, down from $667, after updating their assumptions regarding discount rates, revenue growth, profit margins, and future P/E expectations. What's in the News Lennox issued earnings guidance for 2030, with revenue expected in a range of $6.5b to $7.5b.
Narrative Update Mar 20

LII: Future Cash Generation And Buybacks Will Drive Upside Potential

Analysts have nudged their price target for Lennox International slightly higher to $667. This reflects modest adjustments in fair value estimates, discount rate, revenue growth, profit margin and future P/E assumptions.
Narrative Update Mar 06

LII: Higher Discount Rate And Margin Pressure Will Restrain Future Returns

Analysts have reduced their price target on Lennox International to $452.63 from $501.49, citing updated assumptions that include slightly higher revenue growth, a lower profit margin, a modestly lower future P/E, and a higher discount rate. What's in the News Lennox International issued earnings guidance for 2030, with expected revenue in a range of $6.5b to $7.5b.
Narrative Update Mar 05

LII: Share Repurchases And New Ventures Will Support Attractive Future Upside Potential

Analysts have trimmed their price target on Lennox International by about $16 to $663.54, reflecting updated assumptions for revenue growth, profit margins and forward P/E that adjust their fair value view without relying on any new Street Research reports. What's in the News Lennox issued long term earnings guidance for 2030, with expected revenue in a range of $6.5b to $7.5b.
Narrative Update Feb 20

LII: Commercial Expansion And Buybacks Will Support Steady Balanced Long Term Outlook

Analysts have inched their price target for Lennox International slightly higher to $555.69 from $555.40, reflecting updated assumptions around revenue growth, profit margins, and future P/E expectations. What's in the News Lennox International plans an Analyst and Investor Day to outline its operational progress, business priorities, and new long term growth targets, giving investors more detail on the company’s direction.
Narrative Update Feb 06

LII: Commercial Expansion And Buybacks Will Support Steady Balanced Long Term Outlook

Analysts have adjusted their price target for Lennox International to reflect an updated fair value estimate of about $555. They cited revised assumptions around discount rate, revenue growth, profit margin, and future P/E expectations.
Narrative Update Jan 22

LII: Commercial HVAC Expansion And Share Repurchases Will Support Measured Future Upside

Analysts have nudged their price target for Lennox International higher to about $572 from roughly $569, citing slightly adjusted assumptions for discount rate, long term revenue growth, profit margin, and future P/E as the key drivers of this change. What's in the News Lennox is investing in its commercial HVAC operations to support product availability, expand distribution capacity, and improve the customer experience for commercial contractors, engineers, and building owners (Key Developments).
Narrative Update Jan 08

LII: Share Repurchases Will Drive Future Upside Despite Slightly Softer Outlook

Analysts have trimmed their price target for Lennox International slightly to reflect a fair value of about US$568.93, with the shift mainly tied to updated assumptions for revenue growth, profit margins, the discount rate, and future P/E multiples. What's in the News Lennox International is seeking bolt-on acquisition opportunities focused on strengthening distribution capabilities and broadening its product portfolio, with management highlighting a commitment to maintaining what it describes as healthy debt leverage across capital allocation decisions (company comments).
Analysis Article Jan 05

Shareholders Would Enjoy A Repeat Of Lennox International's (NYSE:LII) Recent Growth In Returns

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Narrative Update Dec 22

LII: Repurchases And Conservative Outlook Will Support Attractive Future Upside Potential

Analysts have reduced their price target on Lennox International from 754.00 dollars to 680.00 dollars. This reflects expectations for slower revenue growth, slightly lower profit margins and a modestly higher discount rate, partially offset by a slightly richer anticipated future price to earnings multiple.
Narrative Update Dec 08

LII: Share Repurchases And AI Support Tools Will Drive Future Upside

Narrative Update Analysts have made a modest downward revision to their price target on Lennox International, trimming fair value by approximately 0.4 percent to about 571 dollars and 43 cents. This reflects slightly lower assumed revenue growth, partially offset by a marginally higher profit margin outlook and a similar forward valuation multiple.
Narrative Update Nov 24

LII: Share Buybacks And AI Tools Will Drive Stronger Long-Term Performance

Narrative Update: Lennox International Analyst Price Target Shift Analysts have slightly raised their price target for Lennox International, increasing it by approximately $1.73 to $573.86. This change reflects updated expectations for improved revenue growth, although it is offset by a marginally lower profit margin.
Narrative Update Nov 09

LII: Rising Profit Margins And Share Buybacks Will Boost Future Returns

Analysts have slightly lowered their price target for Lennox International from $575.25 to $572.13, citing an increase in projected revenue growth and profit margin. These improvements are partially offset by a higher discount rate and a modest decline in the forecasted future P/E ratio.
Narrative Update Oct 26

AI Support Tools And Share Buybacks Will Shape Energy-Efficient HVAC Trends

Analysts have lowered their price target for Lennox International from $626.50 to $575.25. They cite more modest expectations for revenue growth and profit margins in their latest assessment.
Narrative Update Oct 12

Samsung And Ariston Alliances Will Shape Energy-Efficient HVAC Trends

Analysts have lowered their price target for Lennox International from $636.81 to $626.50. They cited revised expectations for profit margins, as well as updated assumptions regarding revenue growth and discount rates.
Analysis Article Oct 09

Getting In Cheap On Lennox International Inc. (NYSE:LII) Is Unlikely

Lennox International Inc.'s ( NYSE:LII ) price-to-earnings (or "P/E") ratio of 23.3x might make it look like a sell...
Narrative Update Sep 28

Samsung And Ariston Alliances Will Shape Energy-Efficient HVAC Trends

The reduction in Lennox International’s consensus price target primarily reflects lowered revenue growth expectations, resulting in the fair value decreasing from $650.88 to $636.81. What's in the News Lennox accelerated its digital strategy by launching AI-powered support tools for HVAC technicians and homeowners, improving troubleshooting efficiency and receiving a 96% positive feedback rate from over 7,000 registered users.
Narrative Update Sep 13

Samsung And Ariston Alliances Will Shape Energy-Efficient HVAC Trends

The slight downward revision in Lennox International’s price target primarily reflects tempered revenue growth forecasts, with the consensus APT edging down to $650.88. What's in the News Lennox accelerated digital transformation with AI-powered support tools for HVAC technicians and homeowners, logging over 15,000 sessions and showing high user satisfaction.
Analysis Article Sep 07

Lennox International (NYSE:LII) Has A Pretty Healthy Balance Sheet

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
Analysis Article Aug 26

Calculating The Intrinsic Value Of Lennox International Inc. (NYSE:LII)

Key Insights The projected fair value for Lennox International is US$537 based on 2 Stage Free Cash Flow to Equity...
Analysis Article Aug 09

Here's Why We Think Lennox International (NYSE:LII) Is Well Worth Watching

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Analysis Article Jul 28

Investors Should Be Encouraged By Lennox International's (NYSE:LII) Returns On Capital

What are the early trends we should look for to identify a stock that could multiply in value over the long term? One...
Analysis Article Jun 24

Lennox International's (NYSE:LII) Upcoming Dividend Will Be Larger Than Last Year's

Lennox International Inc. ( NYSE:LII ) will increase its dividend from last year's comparable payment on the 15th of...

Shareholder Returns

LIIUS BuildingUS Market
7D2.4%0.6%1.2%
1Y-8.2%8.1%27.0%

Return vs Industry: LII underperformed the US Building industry which returned 8.1% over the past year.

Return vs Market: LII underperformed the US Market which returned 27% over the past year.

Price Volatility

Is LII's price volatile compared to industry and market?
LII volatility
LII Average Weekly Movement5.9%
Building Industry Average Movement6.0%
Market Average Movement7.2%
10% most volatile stocks in US Market16.9%
10% least volatile stocks in US Market3.0%

Stable Share Price: LII has not had significant price volatility in the past 3 months compared to the US market.

Volatility Over Time: LII's weekly volatility (6%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
18955,400Alok Maskarawww.lennox.com

Lennox International Inc., together with its subsidiaries, designs, manufactures, and markets products for the heating, ventilation, air conditioning, and refrigeration markets in the United States, Canada, and internationally. The Home Comfort Solutions segment provides furnaces, air conditioners, heat pumps, packaged heating and cooling systems, indoor air quality equipment, comfort control products, and replacement parts and supplies; residential heating, ventilation, cooling equipment, and air conditioning; and evaporator coils, air handlers, and unit heaters under Lennox, Dave Lennox Signature Collection, Armstrong Air, Ducane, AirEase, Concord, MagicPak, Advanced Distributor Products, Allied, Elite Series, Supco, Linebacker, Elite series, Merit Series, Comfort Sync, Healthy Climate, Healthy Climate Solutions, iComfort, ComfortSense, and Lennox Stores name. The Building Climate Solutions segment offers unitary heating and air conditioning equipment, controls, installation and service of commercial heating and cooling equipment, variable refrigerant flow commercial, curb, curb adapters, drop box diffusers, HVAC recycling, and salvage service.

Lennox International Inc. Fundamentals Summary

How do Lennox International's earnings and revenue compare to its market cap?
LII fundamental statistics
Market capUS$17.97b
Earnings (TTM)US$793.40m
Revenue (TTM)US$5.26b
22.6x
P/E Ratio
3.4x
P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
LII income statement (TTM)
RevenueUS$5.26b
Cost of RevenueUS$3.51b
Gross ProfitUS$1.75b
Other ExpensesUS$951.80m
EarningsUS$793.40m

Last Reported Earnings

Mar 31, 2026

Next Earnings Date

n/a

Earnings per share (EPS)22.80
Gross Margin33.19%
Net Profit Margin15.09%
Debt/Equity Ratio119.9%

How did LII perform over the long term?

See historical performance and comparison

Dividends

1.0%
Current Dividend Yield
23%
Payout Ratio

Does LII pay a reliable dividends?

See LII dividend history and benchmarks
When do you need to buy LII by to receive an upcoming dividend?
Lennox International dividend dates
Ex Dividend DateJun 30 2026
Dividend Pay DateJul 15 2026
Days until Ex dividend26 days
Days until Dividend pay date41 days

Does LII pay a reliable dividends?

See LII dividend history and benchmarks

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/06/03 21:36
End of Day Share Price 2026/06/03 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Lennox International Inc. is covered by 32 analysts. 18 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Timothy WojsBaird
Julian MitchellBarclays
Scott DavisBarclays